- [Instructor] OEC Computers, does have a small retail
and a larger web business.
For these kinds of transactions,
you won't be going through the sales cycle.
You go straight to the invoice and pay.
For those, you use the A/R Invoice and Pay module.
So, let's suppose the owner
of a pizza restaurant down the street, Gennaro Lombardi,
walks into the door panicking.
The printer for taking orders fell off a shelf
into a 55 gallon container of pizza sauce.
He is desperate for a Lemon printer and a box of paper.
Fortunately, OEC sells Lemon printers.
So, we've got everything closed up
and I'm going to go to the A/R Invoice and Payment.
So, if you go down here, you'll see A/R Invoice and Payment,
and this should look pretty much the same
as what you're used to so far, with one big difference.
It immediately goes into add mode,
and adds a specific customer called a One Time Customer,
and it will do that automatically.
And this is for customers that are just coming in the door
and we just want them to pay.
There's another customer just like this for web as well,
and so you can set up customers like that
for special occasions,
where you're just going to bulk them together.
Now, I'm going to put in here a customer reference number
of his name, so that I have have it in place.
In other situations, I may take this customer,
particularly with web cases,
that I may go into this business partner
and save all of the ship-to and bill-to information
for the specific customer, if I'm shipping it to them.
And so, I'll have a One Time Customer
with a lot of ship-tos, for example.
But in this case, he's coming in the door,
so, I'm just going to put his name in the reference number,
and I don't have to worry about anything else,
he's carrying it out.
Now, all I have to do is go down here to the item number
and type in LM,
because that's where the Lemon printer start.
And I've got a bunch of accessories and parts for him,
but here's the actual printer, the 4029 printer.
And there we go.
And so, there's his printer.
Now, OEC is a New York firm selling
in New York at this time.
So, I'm going to want a New York Sales Tax.
So, I'll put the tax code in here.
And then I'm also going to add some paper, R for paper,
and we see Printer Paper A4 White.
I'll choose that.
And I'm going to use Sales Tax for that,
and I'll just bunch in N, so I'll have to use it.
I'll select it.
Now, if I go ahead and hit add, I'll get a payment terms,
but I can also just hit the payment means right now,
this is what I'm going to do.
And you hit the payment means,
and then you put in how much it's going to be.
He's going to pay cash.
So, I'll put in my cash,
unfortunately he's only got $100 bills,
so, he's going to give me $600.
And if I do that and hit Tab,
you'll see that I actually get a balance due of 88.52,
that's negative.
So, and that's how much my change is,
so, I might actually take my change first
out of a drawer and change this number
or something like that,
and then I can of course change this as well,
depending on how I am doing this kind of transaction.
But I'm just going to put it in straight here,
depending on how you balance your cash drawers.
And so, I'm going to put in a 511.48, hit okay,
this is now correct, and I can go ahead and hit okay.
Now, you might think this is time to print it.
However, if you try to print now, you get a message.
You want to add this first.
So, close this up, add it, say yes,
go back to that last record and then print it.
Then you can see exactly how you want to do it.
And we'll do the invoice and payment in succession,
so we can print both pieces.
And so, here's the incoming payment, here's his receipt,
he can actually sign it, if he needs to,
and we can get a copy as well.
And then we also have here, the invoice,
which he can keep to that shows exactly how much it all is,
including all the taxes and other information,
and at least on this version of an invoice.
Now, like I said, this works also well on web.
Now, web-based solutions usually will have
some form of add-on,
and they'll automate much of this sales order,
invoicing and payment parts of the process.
The point is,
not every business will have a large sales cycle,
as we've been talking about for this course,
and for retail, that doesn't invoice and pay,
this is a good option to do everything all at once.